TFBGX Mutual Fund
TFBGX Mutual Fund
TER0.85%
Holdings1,126
TFBGX Mutual Fund
American Funds Global Balanced Fund 529 Series T
TER0.85%
Holdings1,126
TFBGX Mutual Fund Overlap Analysis
TFBGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TFBGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1126 holdings, TFBGX may share significant positions with broad-market funds.
TFBGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TFBGX tax-loss harvesting finds highly correlated but non-identical funds.